Feb 11, 2022
This week’s Bespoke Report newsletter is now available for members.
And you thought inflation was the market’s biggest worry? Jim Bullard may have freaked out the financial markets on Thursday regarding his comments on the need to take a more aggressive stance towards inflation, but on Friday geopolitical concerns crowded out the FOMC and inflation when reports surfaced that a Russian attack on Ukraine was imminent and US officials warned Americans to evacuate the country within the next 48 hours. That latest war games between the US, Russia, and Ukraine in the middle sent stocks sharply lower and pushed all of the major averages into the red for the week. If you’re looking for a silver lining, at least Treasury yields fell!
In addition to this week’s Bespoke Report, we have also included our updated quarterly macro overview (“Fast Cycle, Fast Hikes: How Hard Will Central Banks Slam On The Brakes In 2022?”). To read this week’s full Bespoke Report and access everything else Bespoke’s research platform has to offer, start a two-week trial to one of our three membership levels.
Feb 4, 2022
This week’s Bespoke Report newsletter is now available for members.
We’ve seen some titanic shifts in response to earnings in the last couple of weeks, but even bigger ones are the pivots towards higher rates across global markets as central banks move to stifle growth as a path to lower inflation. We dive deep in to earnings results and reactions across equity markets on both sides of the Atlantic this week, economic data in the US and around the world, and cover a range of other topics in this week’s Bespoke Report.
To read this week’s full Bespoke Report newsletter and access everything else Bespoke’s research platform has to offer, start a two-week trial to one of our three membership levels.
Jan 28, 2022
This week’s Bespoke Report is an updated version of our “Pros and Cons” edition for Q1 2022.
With this report, you’re able to get a complete picture of the bull and bear case for US stocks right now. It’s heavy on graphics and light on text, but we let the charts and tables do the talking!
On page two of the report, you’ll see a full list of the pros and cons that we lay out. We then provide slides for each “pro” or “con” that we’ve highlighted.
To read this report and access everything else Bespoke’s research platform has to offer, start a two-week trial to Bespoke Premium.
Jan 21, 2022
This week’s Bespoke Report newsletter is now available for members.
In The Bespoke Report this week we discuss the huge rotation out of growth and in to value stocks, preview earnings season, discuss the “buy-the-dip” mentality from US markets, review valuations, discuss the drivers of emerging markets outperformance, highlight the divergence between stock prices and analyst estimates by sector, review economic data from the US and around the world this week, and more.
To read this week’s full Bespoke Report newsletter and access everything else Bespoke’s research platform has to offer, start a two-week trial to one of our three membership levels.
Jan 14, 2022
This week’s Bespoke Report newsletter is now available for members.
In The Bespoke Report this week we discuss the huge rotation out of growth and in to value stocks, preview earnings season, discuss the “buy-the-dip” mentality from US markets, review valuations, discuss the drivers of emerging markets outperformance, highlight the divergence between stock prices and analyst estimates by sector, review economic data from the US and around the world this week, and more.
To read this week’s full Bespoke Report newsletter and access everything else Bespoke’s research platform has to offer, start a two-week trial to one of our three membership levels.
